Belpointe Asset Management’s Brown & Brown BRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
4,055
+202
| +5% | +$22.4K | 0.02% | 611 |
|
|
2025
Q1 | $479K | Sell |
3,853
-61
| -2% | -$7.59K | 0.02% | 579 |
|
|
2024
Q4 | $412K | Sell |
3,914
-32
| -0.8% | -$3.36K | 0.02% | 558 |
|
|
2024
Q3 | $409K | Buy |
+3,946
| New | +$409K | 0.02% | 555 |
|
|
2023
Q2 | – | Sell |
-2,882
| Closed | -$165K | – | 938 |
|
|
2023
Q1 | $165K | Buy |
2,882
+802
| +39% | +$46K | 0.01% | 1028 |
|
|
2022
Q4 | $118K | Buy |
+2,080
| New | +$118K | 0.01% | 1152 |
|